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PTLC PACER FDS TR

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TRENDP US LAR CP (fund)

234 managers (236 13F filers) reported a position in PTLC shares at 2025-03-31, 46,832,103 shares in all. 14 filers opened a position and 21 filers sold out during the quarter.

Managers
234
13F filers
236
New
14
Added
130
Reduced
60
Sold out
21
Shares held by filers
46,832,103

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.2,430$125K<0.01%013F-HRTimelineGroup
EASTERN BANK2,340$120K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,222$114K<0.01%-59013F-HRTimeline
Westside Investment Management, Inc.2,013$104K0.02%+1313F-HRTimeline
OAKWORTH CAPITAL, INC.1,560$80.3K0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC1,277$65.7K0.04%+813F-HRTimeline
Operose Advisors LLC1,207$62.1K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC1,188$61K<0.01%+213F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,078$55.3K0.01%-6213F-HRTimelineGroup
Realta Investment Advisors963$49.5K0.02%+18713F-HRTimeline
CoreCap Advisors, LLC862$44.4K<0.01%+213F-HRTimeline
SITTNER & NELSON, LLC857$44.1K0.02%013F-HRTimeline
Larson Financial Group LLC835$43K<0.01%+513F-HRTimeline
Sound Income Strategies, LLC767$39.5K<0.01%+113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC670$35.8K<0.01%013F-HRTimelineGroup
NFSG Corp645$33.2K0.01%+313F-HRTimeline
Founders Financial Alliance, LLC603$31K0.01%+413F-HRTimeline
Global Financial Private Client, LLC582$29.9K0.01%013F-HRTimeline
Caldwell Trust Co420$21.6K<0.01%013F-HRTimeline
Continuum Advisory, LLC404$20.8K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC392$20.2K<0.01%013F-HRTimeline
AE Wealth Management LLC376$19.3K<0.01%-6613F-HRTimeline
LRI Investments, LLC345$17.8K<0.01%013F-HRTimeline
SVB WEALTH LLC340$17.5K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.316$16.3K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC288$14.8K<0.01%013F-HRTimeline
SIGNATUREFD, LLC258$13.3K<0.01%-7513F-HRTimeline
Deane Retirement Strategies, Inc.229$11.8K0.01%+8313F-HRTimeline
Aptus Capital Advisors, LLC117$6.02K<0.01%-47313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.110$5.66K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC78$4.01K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp75$3.86K<0.01%013F-HRTimeline
Noble Wealth Management PBC40$2.06K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.